Build a Report (Step-by-Step Guide for the Report Builder)

Attorneys need to quickly evaluate their caseload and analyze their firm’s progress. The Report Builder offers simple tools to give you a clear bird’s-eye view of your firm’s activity. In addition to this article, there are tutorial videos on building reportsthat you can watch.

(*Note: To get the most out of this training, try building your own report as you read through this explanation.)

To create your own report, follow the steps below:

First, navigate to your menu.

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Scroll over My Reports and select Build Reports.

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The Report Builder contains four steps:

the first three steps shape the report you need,

the fourth step is your results,

the fifth step to save and export.​

Step 1: What do you want to list?

This is where you’ll choose the kind of report you need. If you’ve already created and saved reports in the past, you can find them again on the left side of the screen, under “My Reports."

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On the right is the “Create New Report” column. Here you can find templates to begin creating a new report. The following steps will have slight modifications based on the report template you select.

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If you need report options that aren’t listed under “Create New Report,” go to the “Show More?” feature below. Specifying your Organization and Project Type will give additional template options based on your account’s customizations.

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Once you’ve chosen a template, you will automatically be brought to the second tab.​

Step 2: What details do you want to see?

This page has a list of details that can be included in your report. Each item is linked to a field in your project template.

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Once again, under the "Show More Columns” option, you can select the organization and specific project type for more options.

Selecting an organization and project type will expand your options to include nearly every field in that project type. If the item you’d like to analyze still does not appear, it is likely that you need to run a different type of report to pull that data. If, for example, you want to pull information on specific med items within projects as opposed to general summary information about the entire Meds tab, you need to run a List of Med Items report. This is true of all Collection tabs

Once all desired details are selected, select Choose Criteria in the lower right-hand corner to move on to the next step of limiting your report. If you do not want to add any parameters you can just select Run Report.

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Step 3: How do you want to limit the list?

This tab allows you to limit the report to only those criteria that interest you (perhaps you want to see any missed deadlines or all open cases that have gone without activity for some amount of time, etc.). The drop-down menu on this tab lists the criteria. It is organized by tabs within the project type and listed in alphabetical order; select the one you’re interested in, and a further text box and/or drop-down menu will appear, where you can specify the report’s limits.

*Note: For example, want to find all Projects/Cases that have SOL date approaching in the next 30 days? You could use criteria like the ones shown below. To be able to view criteria based off of custom fields in a template, you first have to select that template in the criteria. This may have already been done in the Set Up Columns section.

Step 4: Results

You can organize the report you’ve generated in different ways using the drop-down menu on the right and changing the order of the columns.

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You can also rename the report using the pencil icon next to the title.

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Step 5: Save and Export

To save the report, scroll to the bottom of the screen and select “Save/Export Report”. Additional icons will then appear giving you options to delete the report, export the report to an excel, share the report, save the report, or rename the report.

To learn how to export to a custom designed excel template, click here: Excel Templates.

Step 6 (Optional): Set up Auto-Reports

Any report can be auto-emailed to you with the latest version of the report on a repeating weekly, monthly, and yearly frequency. A few common examples of use for auto-reporting is for upcoming due dates for tasks, statute of limitation deadlines, and audit reports.

The auto-reports can be sent out in the mornings or in the evenings of each scheduled day.

The gif below shows examples of how to set up auto reports to be sent out every Monday, Wednesday, and Friday night; every 1st and 15th of the month; or every quarter.

1) Click on the "Auto-Report Settings" button of the Save/Export step in any saved or shared report. It is recommended that you save a copy of reports that are shared with you to set up auto-reporting for. This is to ensure in events where that user's account has any changes, your auto-report will not be affected.

2) Select a schedule frequency from the drop-down menu.

3) Select which day(s) of the week, day(s) of the month, or month(s) of the year you would like the report sent to you.

4) Select the mornings or in the evenings for what part of the day you want the reports sent to you.

5) (Optional) At any time, change the schedule frequency to "off" if you wish to stop receiving emails.